Defining the Customizing Settings (SAP Library - Production lot planning / individual project plann)

Defining the Customizing Settings

Use

In order to be able to carry out planning for production lots, you have to check and create settings in Customizing.

Integration

In Customizing for Production, you will find the unit Production Lot Planning. From this text, you are able to branch to the necessary IMG activities with the help of links.

In order to access this text, you position the cursor on the unit in question, you choose Utilities ® Text display ® SAPScript and then choose the function key Read.

Activities

The following list provides you with an overview of the essential IMG activities:

Engineering Change Management for Work Breakdown Structure BOMs

If you would like to manage changes to work breakdown structure BOMs using engineering change management, you have to maintain profile in Customizing for Engineering Change Management, for which the work breakdown structure BOM is permitted.

Define Planning Strategy for Production Lot Planning:

In Customizing for Sales and Distribution, in the IMG activity "Define requirements classes", you check the requirements classes 091 and 092, which are default settings for production lot planning.

The requirements class 091 is intended for materials that are to be planned using production lots with sales order stock. The requirements class contains the account assignment category Q for individual project planning and valuation indicator M for separate valuation with reference to the sales document/project.

The requirements class 092 is intended for materials that are to be planned using production lots with transfer posting to the plant stock.

In Customizing for Sales and Distribution, you check the requirements types KSB1 and KSB2 in the IMG activity "Define requirements types".

KSB1 is the default setting for production lots with sales order stock. This requirements type is assigned to the requirements class 091.

KSB2 is the default setting for production lots with transfer posting to plant stock. This requirements type is assigned to the requirements class 092.

In Customizing for Demand Management or for MRP, in the IMG activity "Define strategy", you create a planning strategy for production lot planning.

You use the requirements type: Planning VSFB (planning at assembly level) or LSF and the requirements type: Customer requirements KSB or KSB2, depending on for which type of production lots you will use the strategy.

In Customizing for Demand Management or for MRP, in the IMG activity "Define strategy group", you create a strategy group for production lot planning by entering the strategy you have defined as the main strategy.

Availability Check

In order to be able to carry out an availability check for SD orders with the special stock indicator Q (project stock) and SD deliveries, for the materials of production lots that remain in the sales order stock of the WBS element, you have to check the checking rule and the control of the availability check.

The checking rules AQ for SD orders and BQ for SD deliveries are default settings.
You can check the default settings (combinations) in Customizing for Sales and Distribution, in the IMG activity "Carry out control for availability check" and, if necessary, you can set further control indicators for a combination, like, for example, which stock is to be taken into account.

The following are the default settings (combinations):

01/AQ, 02/AQ, 01/BQ, 02/BQ, CH/AQ, CH/BQ.

Sales and Operations Planning

If you use sales and operation planning and you would like to transfer the planning results for each production lot to demand management, you have to define the following settings:

In Customizing for the Logistics Information System, in the IMG activity "Maintain self-defined information structures", you create an information structure for production lots (WBS elements).

In Customizing for the Logistics Information System, in the IMG activity "Maintain planning type", you define a planning type for your information structure.

In Customizing for Sales and Operations Planning, in the IMG activity "Set parameters for info structures and key figures", you set the indicator: Transfer to Demand Mgmt with user exit. This indicator is in the details screen of the table which was generated by the system for your info structure.

This indicator enables you to transfer the planned quantities (planned independent requirements) to Demand Management using special user exits. The reference to the production lot number (WBS element) is unaffected by the transfer.

Material Requirements Planning

If the system is to use the work breakdown structure BOM (BOM of the production lot with reference to the WBS element) during the MRP run, then you have to set the "Processing with sales order/work breakdown structure BOM active" indicator in the IMG activity "Define BOM explosion control".

Project System

In Customizing for Project system, in the IMG activity "Maintain project profiles", you define a profile for the creation of production lots.

If you use production orders, you should define a project profile for which the valuated stock field is flagged.

If you use repetitive manufacturing, you have to define a project profile for which the non-valuated stock indicator is selected.

Product Cost Controlling for Production Lots

In order to create a calculation for a production lot, you require a costing variant. The default setting for the costing variants are PPC5. This costing variant is assigned the costing type 40.

To check the costing variants, you use the IMG activity "Costing variants for production lot costing" in Customizing for Product Cost Controlling.

To check the costing type, you use the IMG activity "Costing types for production lot costing".